Welcome and Presenter: Shareholder Services Association Webinar: A Preview of the 2017 Annual Conference Welcome and Presenter: Abby Cowart, Executive Director, SSA Presenters: Kim Hanlon Mark Gereb Procter & Gamble Verizon 2017 Annual Conference Co-Chair 2016 Annual Conference Co-Chair

2017 Annual Conference Hyatt Regency Coconut Point Resort & Spa 5001 Coconut Road Bonita Springs, Florida   Rates $179 nightly plus tax. To make reservations please access the SSA conference webpage at https://aws.passkey.com/go/SSA17 . You may also call 1-888-421-1442 and reference the Shareholder Services Association. Special Rate Ends June 8, 2017.

Travel Information Airport Southwest Florida International Airport Fort Myers FL, 33913-8213 Ground Transportation MBA Airport Transportation 239-482-2777 www.mbaairport.com

SSA Golf Tournament is back! Tuesday, July 18, 2017 - 8:00am Shotgun! Raptor Bay Golf Club @ Hyatt Bonita Springs Registration & Sponsorship Opportunities are available on the SSA website or contact: Tom Kies 631.241.3023 tkies@amstock.com Joe Barrett 917.797.3579 joebarrett@fitchgroup.com Bernadette Maffei 215.286.7424 bernadette_maffei@comcast.com

SSA Certification Classes Tuesday, July 18, 2017 8:00 am - 11:30 am. Introduction to Shareholder Services Unclaimed Property Preparing for Your Annual Meeting Registration is available on the SSA website. The courses are available at no charge for SSA members and Conference Registrants.

Judith Belmont, MS, LPC 5 Tips to Creating the Positive Workplace Keynote Speaker Judith Belmont, MS, LPC 5 Tips to Creating the Positive Workplace

Visit with Service Providers in the Exhibit Hall Day 1 Are you ready for T+2? NYSE/NASDAQ – Challenging Corporate Actions Securing your safety among “Cyber Sharks” Visit with Service Providers in the Exhibit Hall

Tuesday Evening Activities 5:30 pm. Cocktails with First Time Attendees 6:00 pm. Welcome Reception for All Attendees 7:00 pm. Dinner in Margaritaville! 8:30 pm. After dinner lawn games

Visit with Service Providers in the Exhibit Hall Day 2 Unclaimed Property Audit- Are you prepared? An update from the Securities & Exchange Commission Catching the Waves of Virtual Annual Meetings Visit with Service Providers in the Exhibit Hall

Day 2 cont. Proxy Process & Proxy Access The Dodd-Frank Basics – Where are we now? New Technology to Serve Your Shareholders Open Forum: Here's your chance to ask your questions!

Wednesday Evening Activities Vendor Night Get to know your service providers by joining them for an evening out.

Day 3 Current Trends in the Sea of Unclaimed Property A Recap of Cost Basis & IRS Reporting Succession Planning: Are you prepared?

Justification letter Have you received your management's approval to attend the SSA conference? Are you searching for the perfect communication tool to assist you with showing the conference's value? The SSA Annual Conference Committee has created a Justification Letter for you to use as you seek supervisory approval to attend our conference. It can be found on the SSA website.

Membership Incentive New Membership Incentive this year! $250 credit towards conference Deadline June 1

Bonita Springs & Ft. Myers Bring the family! Enjoy the sandy beaches! Other attractions include: Edison-Ford Winter Estates Dolphin and Wildlife Cruise Manatee World Everglades Day Safari Murder Mystery Train Imaginarium Science Center

Conference Testimonials “I got more out of the SSA conference than I have from any conference over the last several years.” “As a first-timer, I was very pleased with the programming and speakers. I left with many good takeaways and networking was excellent.” “As a new member, I found the conference very useful and informative.”

The SSA values our Sponsors and is grateful for their contributions.

Thank you for participating! Questions & Comments? Thank you for participating!